Templates / Marketing / Shopify New / Updated Customer -> Create / Update Contact in Hubspot

Shopify New / Updated Customer -> Create / Update Contact in Hubspot

Overview

Within eCommerce repeat customers is a huge source of business.

Being able to capture all customers who make a purchase and store this information in your CRM allows for them to be easily marketed to again and again.

This workflow ensures that all customers who make purchases or exist in Shopify will also exist in Hubspot.

Connectors Used

The following connectors are used in this template. This is provided for reference only - there is no need to read through the linked connector pages, as all you need to know for this template is explained here:

End Result

The image below shows how a Shopify customer once created or updated, is then automatically upserted in Hubspot.

Prerequisites

This workflow assumes the following:

  • You can authenticate with Shopify
  • You can authenticate with Hubspot

Getting Live

the complete workflow looks like this:

In order to configure this workflow for use, simply:

And that's it!


For educational purposes the rest of this page will take you through how the workflow template is built to acheive the desired results.

This will help deepen your understanding of Tray.io and will give you the power to maintain and edit your workflow as necessary.

Step-by-step explanation